Shwiff, Levy & Polo, LLP, Certified Public Accountants

offers a wide range of services to business and individual clients. Our clients count on us to provide them with expertise, integrity, service and value. SLP’s financial professionals are committed to delivering comprehensive financial services with integrity.

Key Strategies

College Education SavingsDevelop a plan of savings for your child's college education, optimized to balance your financial tolerance with alternative financing options for you and your child.

Family Crisis ProtectionEnsure you have enough money in your emergency fund and sufficient insurance—life, disability, health, home and auto—to insulate your family against the temporary or even permanent loss of your income. Put your affairs in order, including your will, powers of attorney and health directives.

Leaving a LegacySecure a legacy for your heirs by advance planning that addresses how to maximize your estate's value and minimize estate taxes, advisory fees, legal fees, and probate and other costs. Considerations include when to begin taking retirement-plan and social security payments and what assets to distribute before death. If the family business is part of your estate, preparation for its continuance or arrangement for its closure will be put into place.

Retirement SavingsEvaluate your retirement needs, that is, what you'll need for a comfortable retirement. Analyze your finances and financial prospects, including assets and sources of income, and establish a retirement-savings program, taking into account your financial situation and minimizing risk.

About Our Financial Professionals

Our firm's financial professionals undergo rigorous testing prior to employment and are required to complete continuing education courses to remain on top of changing tax regulations and financial reporting requirements. They are supported by a management team of experts, most of whom hold advanced degrees in taxation, accounting or business.